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MIC

Maxi Investments CY Portfolio holdings

AUM $458M
1-Year Est. Return 0.99%
This Fund
S&P 500
This Quarter Est. Return
-2.51%
1 Year Est. Return
+0.99%
3 Year Est. Return
+24.58%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$550M
AUM Growth
+$69.1M
Cap. Flow
+$85.7M
Cap. Flow %
15.59%
Top 10 Hldgs %
41.97%
Holding
152
New
61
Increased
27
Reduced
15
Closed
37

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$38M
2
MSFT icon
Microsoft
MSFT
+$34M
3
AMZN icon
Amazon
AMZN
+$22.3M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$15.5M
5
HSAI
Hesai Group
HSAI
+$11.2M

Top Sells

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$127M
2
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$15.1M
3
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$9.74M
4
UNH icon
UnitedHealth
UNH
+$8.2M
5
TTWO icon
Take-Two Interactive
TTWO
+$5.46M

Sector Composition

Rank Sector Weight
1 Technology 41.69%
2 Consumer Discretionary 16.21%
3 Communication Services 15.45%
4 Financials 4.73%
5 Consumer Staples 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FOUR icon
26
Shift4
FOUR
$3.26B
$5.82M 1.06%
92,404
+14,819
+19% +$1.05M
NFLX icon
27
Netflix
NFLX
$309B
$5.81M 1.06%
61,940
+30,780
+99% +$3.32M
ESTC icon
28
Elastic
ESTC
$7.81B
$5.72M 1.04%
75,875
+15,100
+25% +$1.23M
MRVL icon
29
Marvell Technology
MRVL
$196B
$5.71M 1.04%
67,214
-18,786
-22% -$1.64M
AAPL icon
30
Apple
AAPL
$4.57T
$5.68M 1.03%
20,900
+5,843
+39% +$1.57M
BIDU icon
31
Baidu
BIDU
$37.2B
$5.4M 0.98%
+41,350
New +$5.13M
SEI
32
Solaris Energy Infrastructure
SEI
$3.82B
$4.76M 0.87%
+103,650
New +$5.01M
QCOM icon
33
Qualcomm
QCOM
$176B
$4.67M 0.85%
27,290
+18,200
+200% +$3.12M
ACN icon
34
Accenture
ACN
$108B
$4.64M 0.84%
+17,300
New +$4.4M
ISRG icon
35
Intuitive Surgical
ISRG
$134B
$4.61M 0.84%
8,145
+2,535
+45% +$1.35M
TER icon
36
Teradyne
TER
$59.3B
$4.51M 0.82%
+23,300
New +$4M
PINS icon
37
Pinterest
PINS
$13.4B
$4.43M 0.81%
171,000
– –
SNPS icon
38
Synopsys
SNPS
$79.7B
$3.81M 0.69%
8,100
-6,330
-44% -$2.81M
S icon
39
SentinelOne
S
$7.34B
$3.67M 0.67%
245,000
+95,000
+63% +$1.56M
DHR icon
40
Danaher
DHR
$144B
$3.52M 0.64%
15,400
-1,000
-6% -$220K
EPAM icon
41
EPAM Systems
EPAM
$5.03B
$3.44M 0.63%
16,816
+7,166
+74% +$1.28M
PBI icon
42
Pitney Bowes
PBI
$2.39B
$3.34M 0.61%
+316,000
New +$3.28M
HIMS icon
43
Hims & Hers Health
HIMS
$7.31B
$3.25M 0.59%
+100,200
New +$4.29M
PYPL icon
44
PayPal
PYPL
$50.5B
$3.18M 0.58%
54,455
-50,000
-48% -$3.25M
TSM icon
45
TSMC
TSM
$2.18T
$3.05M 0.56%
10,050
-11,950
-54% -$3.51M
BILL icon
46
BILL Holdings
BILL
$4.78B
$3M 0.55%
55,000
– –
MNST icon
47
Monster Beverage
MNST
$88.5B
$2.99M 0.54%
+39,000
New +$2.79M
ANF icon
48
Abercrombie & Fitch
ANF
$5B
$2.98M 0.54%
+23,700
New +$2.07M
JOBY icon
49
Joby Aviation
JOBY
$8.55B
$2.75M 0.5%
+208,000
New +$3.19M
ON icon
50
ON Semiconductor
ON
$31.6B
$2.56M 0.46%
47,200
+29,500
+167% +$1.51M
1
2
3 4 5

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OCM
Olstein Capital Management Purchase, New York $458M AUM 6.27% 1-Year Est. Return
UAM
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AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
FC
Farringdon Capital London, United Kingdom $457M AUM 6.46% 1-Year Est. Return
BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
EIA
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PIN
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PC
Pureheart Capital Singapore $459M AUM 23.59% 1-Year Est. Return

Maxi Investments CY's Q4 2025 Portfolio in Review

As of Q4 2025, Maxi Investments CY held 152 positions worth $550M, up 14% from $481M the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Maxi Investments CY deployed $85.7M of net new capital in Q4 2025, opening 61 new positions and adding to 27 existing holdings. Its largest new stake was iShares Semiconductor ETF: 52,400 shares worth $15.8M.

By sector, the portfolio is most concentrated in Technology at 42% of assets, up from 28% a quarter earlier, followed by Consumer Discretionary and Communication Services.

On the sell side, the largest reduction was iShares 0-3 Month Treasury Bond ETF, an estimated $127M trimmed.

  • Maxi Investments CY's largest Q4 2025 buy was iShares Semiconductor ETF: 52,400 shares worth $15.8M.
  • Maxi Investments CY added most to Meta Platforms (Facebook) in Q4 2025, an estimated $38M increase.
  • Maxi Investments CY's biggest Q4 2025 reduction was iShares 0-3 Month Treasury Bond ETF, cutting an estimated $127M.
  • Maxi Investments CY fully exited iShares 7-10 Year Treasury Bond ETF in Q4 2025, selling an estimated $15.1M.
  • Maxi Investments CY's ten largest holdings make up 42% of its $550M portfolio in Q4 2025.
  • Maxi Investments CY opened 61 new positions and closed 37 in Q4 2025.
  • Maxi Investments CY's portfolio value rose 14% quarter-over-quarter to $550M.

Based on Maxi Investments CY's 13F filing for Q4 2025, filed 3 Feb 2026.